Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Short Term Fund vs Sundaram Short Duration Fund Regular Growth compare

Link copied to clipboard!

tortoise-icon Sundaram Short Duration Fund Regular Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Fund Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹217 Cr ₹8141 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹250 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 09 May 2003 09 May 2003
Category Short Duration Short Duration
Fund Type Open Ended Open Ended
Benchmark Nifty Short duration Debt Index A-II NIFTY Short Duration Debt Index B-II
Turn Over % 78%
Expense Ratio 1.14 0.95
Manager Dwijendra Srivastava Dhaval Joshi
ISIN Code INF173K01BA3 INF209K01942
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Month 1.03% 1.12%
6 Month 3.57% 3.84%
1 Year 8.12% 8.16%
3 Year 6.51% 6.72%
5 Year 6.28% 7%

SIP Return Analysis

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
6 Month 2.36% 2.49%
1 Year 8.33% 8.48%
3 Year 7.56% 7.67%
5 Year 6.56% 6.77%

Rolling Lumpsum Returns

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
1 Year 7.04% 7.11%
3 Year 7.28% 7.54%
5 Year 7.81% 8.01%

Risk Management

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Standard Deviation 1.013% 0.946%
Sharp -0.227% 0.02%
Beta 0.712% 0.744%
Alpha -0.204% 0.064%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
Name Dwijendra Srivastava Dhaval Joshi
Total AUM ₹14140 Cr ₹361932 Cr
Funds Managed 14 55
Sundaram Short Duration Fund Regular Growth Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Market Cap

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

Sundaram Short Duration Fund Regular Growth

Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan

Others 100 100

Top Comparisons

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.91%

VS

LIC MF Infrastructure Fund-Growth LIC MF Infrastructure Fund-Growth

3Y Returns24.31%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.45%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns13.47%

Compare Now

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns7.64%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns17.25%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns20.28%

VS

DSP Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

3Y Returns14.83%

Compare Now
Add to Cart Successfully